Intergenerational wealth planning is becoming an increasingly important topic for many families and in turn their financial advisers. Balancing the differing needs of each generation is not straightforward and asking the right questions is key to successful planning.

This guide, produced by FT Adviser, asks how advisers can tackle the often-sensitive subject of end-of-life with their clients.

 

Read the full article and guide 

 

Posted: 06/06/2018 Categories: Inheritance Tax, News, Press, TIME:Advance, TIME:AIM, TIME:CTC

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